Christopher Cates is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2020 to 2025. Cates serves on the boards of Manzano Day School and the UNM Lobo Club, which supports fundraising for the University of New Mexico's athletic department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.

Evan Mccormick is a financial advisor with Raymond James Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes seven years at Fidelity Brokerage Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal and public-finance advisory services.

Stephen Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at CUSO Financial Services, L.P. for 26 years before joining LPL Financial in 2025. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor-facing tools and a large network of over 22,800 advisors.

Carl Eckelman is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Desiree Stewart is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at City National Bank, Central New Mexico Ingenuity, Central New Mexico Community College, Sandia National Labs, and Gap Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning services.

Dona Walton is a Certified Financial Planner® with 30 years of industry experience. She has been with Ameriprise since 2005, currently serving as a financial advisor in Santa Fe, NM. Ameriprise provides retirement-income planning services aimed at clients approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Megan Cunningham is a CFP®-certified financial advisor with LPL Financial, based in Albuquerque, NM. She has seven years of industry experience, including multiple tenures with LPL Financial and prior work with Legacy Investment Designs. Outside of her advisory role, she has been involved in direct sales through SeneGence International, a multi-level marketing company, since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing research-driven model portfolios and third-party management alongside various strategic investment options.

Stephen Essington is a financial advisor with Ameriprise in Albuquerque, NM, holding the CFP® and Series 66 designations and has 12 years of industry experience. Prior to joining Ameriprise in 2022, he worked at BancWest Investment Services and Bank of the West. He serves on the board of directors for Adelante, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm utilizes investment research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.

Mark Beeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience that dates back to the start of his financial career in 2008. Prior to transitioning to finance, he spent 12 years as an educator in the Roswell area. He is a lifelong resident of New Mexico, having grown up in Carlsbad, and holds a Bachelor of Science in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. Mark specializes in working with clients to identify their primary financial goals, including education funding, tax minimization strategies, and retirement planning. He focuses on developing tailored strategies aimed at building, managing, and preserving wealth for clients now and for future generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark enjoys spending time outdoors and partakes in activities such as boating, golfing, hiking, running, and skiing. He and his wife, Kate, have two children, Bailey and Cameron, and enjoy traveling.

Trey Sorenson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and Fidelity Investments. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software to develop client recommendations without discretionary authority.

Amy Heinzelman is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Merrill for two years and spent over a decade at First Tractor Company Limited. Outside of her advisory role, she is the sole proprietor of Inn Harmony LLC, a property management business in New Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gael Palomino is a financial advisor with J.P. Morgan Securities based in Albuquerque, NM, holding a Series 66 designation and four years of industry experience. His prior roles include positions at U.S. Bank and Madison Avenue Securities LLC. Palomino also has experience working at Amazon.com alongside his financial career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Melanie O'Callaghan is a Series 66-licensed financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Seth Ingersoll is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked with Premier Wealth Management Group, LLC since 2008 and NEXT Financial Group, Inc from 2008 to 2020. Ingersoll is also an insurance agent specializing in life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party money managers.

Sarai Ordonez is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 65 and Series 63 designations with three years of industry experience. Before joining Morgan Stanley in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank, nA from 2013 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using proprietary estimates and simulations, serving clients through both direct and corporate financial planning agreements.

Shane Lucero is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior work includes roles at Edward Jones and Fidelity Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, supported by an integrated structure that includes brokerage, custody, and cash-sweep services.

Russell Janis is a CFP®-credentialed financial advisor with Edward Jones in Albuquerque, NM, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at BDO USA LLP for six years. He serves as a board member of the New Mexico Ballet Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ricky Tredwin is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving clients at LPL Financial since 2021. Prior to joining LPL, he worked for Edward Jones for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Boekeloo is a financial advisor at Raymond James Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several financial firms, including Prevender Financial and SRB Financial Services. Outside her advisory work, she is involved with Sagebrush Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor strategies to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Oscar Arechiga is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He partners with clients and their families to create, implement, and monitor financial plans, focusing on developing easy-to-understand financial strategies tailored to their unique needs. Prior to his current role, Oscar held positions as an Investment Consultant and Workplace Planning and Guidance Consultant III at Fidelity Investments, and he has experience as a Team Leader at Bank of America from 2014 to 2016. Oscar holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys outdoor activities including biking, camping, hiking, kayaking, outdoor adventures, and skiing.